Evelyn Partners Investment Management’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$86.8M	Buy
2025 Q2	$67.5M	Buy
2025 Q1	$52.9M	Buy